Japan Display - ¥90bn Size of Ichigo Investment a Positive Surprise
News reports this morning have suggested that Japan Display would receive ¥50-90bn as an investment from Ichigo Asset Management. The company had...
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JDI - LG Display to Benefit from Apple's Mini-LED Adoption but Buy JDI Instead
News is that Apple will be adopting mini LED technology for its next generation of Macbook Pro and Ipad Pro models. LG Display and General...
516 Views
JDI – A Quick Cost Structure Analysis
JDI’s repeated restructuring attempts over the last few years and the disproportionately large influence of Apple’s strategic shifts on the company...
410 Views
Japan Shorts - Nissan Motor, Itochu, Asahi Kasei Most Shorted
The short notional in the market for the week ended 8 November is US$26.30bn (down by US$340m) with the largest short positions in Itochu Corp...
461 Views
Japan Shorts - Shionogi , Advantest, Alps Alpine Most Shorted
The short notional in the market for the week ended 1 November is US$26.64bn (down by US$180m) with the largest short positions in Itochu Corp...
503 Views